Hacker News new | ask | show | jobs
by 2OEH8eoCRo0 278 days ago
It's interesting that CUDA is a moat because if AI really was as good as they claim then wouldn't the CUDA moat evaporate?
1 comments

Exactly. The whole argument that software is a moat is at best a temporary illusion. The supply chain is the moat, software is not.